Interact to see
Advertisement
Advertisement
BKMIX vs JNBZX
BKMIX vs JNBZX Comparison
Open Charts BKMIX vs JNBZX
BlackRock Multi-Asset Income Portfolio K
Price$10.30
Change-$0.06 (-0.58%)
VolumeN/A
Net Assets10.34B
JPMorgan Income Builder R6
Price$10.03
Change-$0.06 (-0.59%)
VolumeN/A
Net Assets8.17B
BKMIX vs JNBZX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BKMIX vs. JNBZX commentary
Jun 16, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BKMIX is a StrongBuy and JNBZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.3B vs. JNBZX (8.18B). BKMIX (6.04) and JNBZX (5.92) have matching dividends . BKMIX was incepted earlier than JNBZX: BKMIX (8 years) vs JNBZX (8 years). BKMIX (0.62) is less costly to investors than JNBZX (0.57). JNBZX is a more actively managed with annual turnover of: 107.00 vs. BKMIX (83.00). BKMIX has a lower initial minimum investment than JNBZX: BKMIX (5000000) vs JNBZX (15000000). BKMIX (9.14) and JNBZX (8.80) have marching annual gain over last year. BKMIX return over 5 years is better than : 29.61 vs. JNBZX (25.97).
| BKMIX | JNBZX | BKMIX / JNBZX | |
| Total Expense Ratio | 0.52 | 0.52 | 100% |
| Annual Report Gross Expense Ratio | 0.62 | 0.57 | 109% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 4.696 | 4.932 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 15000000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3B | 8.18B | 126% |
| Annual Yield % from dividends | 6.04 | 5.92 | 102% |
| Returns for 1 year | 9.14 | 8.80 | 104% |
| Returns for 3 years | 26.99 | 24.61 | 110% |
| Returns for 5 years | 29.61 | 25.97 | 114% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement